ESTABLISH A “YEAR BEGIN” CHECKLIST

By Darlys Walker

Published October 31, 2018  

 

A great way to ensure things are never overlooked is by establishing a “year begin check list”. Below you will find my suggested list, but keep in mind to review your documents to ensure there aren’t special requirements each year, in addition to the standard items.

  1. Ensure each board member is certified by attending one of Eric’s certification seminars and the certificates are part of the association records.

  2. Register with the Secretary of State

  3. File your 720.3032 notice so your documents are preserved. Document each years renewal.

  4. Ensure your registered agent information is updated.

  5. Obtain bids for your annual financial audit or review, whichever applies.

  6. Obtain a copy of each owner’s insurance certificate, if allowed.

  7. Send each owner and or tenant a copy of the Rules and Regulations, as well as the fine schedule, to refresh their memory.

  8. Meet with your management team to establish the goal and objectives for the upcoming year.

  9. Organize prior year records and get them ready for the audit and for storage.

  10. Establish the regularly scheduled board meeting (i.e., 3rd Thursday of each month). By doing so, this allows everyone to preplan schedules.

  11. For Condos, pay your annual fee to the DPBR. Sorry HOA’s.

What items would you add to this list?
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Darlys Walker, Founder and CEO of Condominium Concepts Management, Inc. (CCM), is recognized for her straight talk, subject matter expertise, and valued insights regarding real  

state management, leasing, and HOAs. Her company serves a diverse portfolio of properties, from 16-units up to 600 as well as large mixed-use developments.  

 

   From its beginnings in 2000, CCM has become a well-respected asset manager and now works with over 100 associations with 16,000 units served by over 300 employees. Darlys and her team deliver resources and responsiveness through six regional offices - in Orlando, Miami, Jacksonville, Charleston, Nashville and Atlanta.

  

   Darlys Walker is best known for her passion and precision, understanding that the only difference that matters in today's demanding marketplace is service delivery ... doing what is promised and what is right. She knows that every community serves two masters ... the property owner/developer and the resident/homeowner. "If we are not equally responsive to both, we are not doing our job," she states.  

 

   Her clients say it best: "Darlys really knows her stuff" ... "at the top of her profession and it shows in the caliber of her clients" ... "delivers quality resources that match up well with needs and expectations that are really rigorous."  

 

   She is a licensed Real Estate Broker in four states, holds an Associate's Degree in Marketing and has earned the Accredited Real Estate Manager designation from the Georgia Institute of Real Estate Management. Also she is one of few certified as a Lead-Based Paint Abatement & Removal Trainer in Georgia.

  

   Darlys Walker and her team have been selected to manage the condominium conversion process and day-to-day operations for many of the Southeast's most high-profile condominium communities including luxury high-rises, mid-rises and garden-style homes. Most recently she has been recognized as an expert in 're-versions' of communities from condominiums to leased homes, as well as repositioning projects. A visionary and a tireless perfectionist, Darlys demonstrates hands-on leadership, working individually with each client and staff associate to achieve defined business outcomes and satisfaction.  

  

  For more information about Darlys Walker and Condominium Concepts Management, Inc. please visit www.condominiumconcepts.com.

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